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Extra! Extra! Key Financial Data is in
The new year is under way! With that brings changes on limits and rules for the new tax year. While most are still getting ready to file for tax year 2019, we want to offer clients the opportunity to get a copy of the new tax rules and limits for 2020. Stay ahead of the…
December Market Commentary
Hindsight is 20/20. Foresight Isn’t. The year 2019 served up many examples of the unpredictability of markets. Interest rates that US policy makers expected to rise fell instead. American consumers’ confidence weakened as the year began[i], and news headlines broadcast fears of an economic slowdown. Investors who moved onto the sidelines may have missed the gains…
Leonard Rickey Investment Advisors: 3rd Quarter Commentary
Market Summary Similar investment themes from the second quarter continued into the third, producing volatile trading but overall little movement in asset prices. These themes included the ongoing U.S.-China trade conflict, slowing global growth, an inverted yield curve, the lowering of interest rates by Central Banks around the world, and ongoing political uncertainties, including Brexit…
Equifax Data Breach Update: Make a claim today
Two years ago, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach. The breach resulted in criminals accessing personal information of approximately 147 million Americans between May and July of 2017. The compromised data included names, addresses, Social Security Numbers, and dates of birth. In some instances, driver’s license…
Investing through Market Volatility
Bouts of market volatility are an unnerving, but normal, feature of long-term investing. They’re not fun, but you can expect to see market declines periodically throughout your investing career. You often hear that investors shouldn’t pay attention to the markets’ day-to-day movements. But it’s sometimes impossible to avoid—like when stocks fall 3% in a day.…
Credit Traps for the Unwary
Credit Traps for the Unwary It’s hard to imagine functioning in today’s society without access to credit. However, you need to be careful not to fall victim to some of the pitfalls associated with it. Revolving credit can make it hard for you to pay off debt Credit cards allow you to spend money you…
2019 2nd Quarter Commentary
Market Summary U.S. stocks, as measured by the S&P 500 TR Index, got off to their best start since 1997 and reached new all-time highs. During the quarter the S&P 500 gained 4.3% which included a 6.4% drop in May and then a 7% bounce in June. This year’s 18.5% first half gain came…
2019 4th Quarter Commentary
Market Summary Investor concerns around the trajectory of global growth, trade and monetary policy improved throughout 2019, leading to strong equity returns for the quarter and for the all of 2019. After steep declines in December 2018, the S&P 500 TR Index rose 9% during the quarter and 31.5% for all of 2019[1]. The gains…